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B.O.S.S. Retirement Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
B.O.S.S. Retirement Advisors, LLC
报告期 2026-03-31 · CIK 0001964810
持仓数
174
前50大市值合计
$267.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 30
增持 61
减持 34
清仓 25
方向
标的
Δ市值
现股数(环比)
建仓
BILZ
PIMCO ETF TR
+$6.4M
63,745
增持
JANW
AIM ETF PRODUCTS TRUST
+$4.7M
176,124
+676%
增持
MSFT
MICROSOFT CORP
+$4.5M
59,409
+5%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VTI
VANGUARD INDEX FDS
+$4.4M
81,068
+16%
增持
VOO
VANGUARD INDEX FDS
+$3.7M
35,914
+17%
增持
CMA
COMERICA INC
+$3.6M
89,061
+162%
减持
IWM
ISHARES TR
-$3.5M
2,401
-89%
清仓
—
LINDE PLC
-$2.8M
0
-100%
增持
AAPL
APPLE INC
+$2.8M
83,775
+7%
增持
AMZN
AMAZON COM INC
+$2.7M
73,102
+10%
增持
AVGO
BROADCOM INC
+$2.6M
5,541
+29%
减持
TLT
ISHARES TR
-$2.5M
12,160
-71%
减持
MA
MASTERCARD INCORPORATED
-$2.4M
4,909
-57%
减持
SGOV
ISHARES TR
-$2.3M
14,427
-61%
清仓
COR
CENCORA INC
-$2.3M
0
-100%
建仓
—
ISHARES TR
+$2.0M
86,424
减持
ABT
ABBOTT LABS
-$1.9M
5,054
-80%
清仓
HTRB
HARTFORD FDS EXCHANGE TRADED
-$1.9M
0
-100%
清仓
TAIL
CAMBRIA ETF TR
-$1.8M
0
-100%
增持
—
NORTHERN LTS FD TR IV
+$1.6M
224,029
+9%
增持
MRK
MERCK & CO INC
+$1.6M
37,782
+54%
清仓
JUNW
AIM ETF PRODUCTS TRUST
-$1.5M
0
-100%
清仓
GPC
GENUINE PARTS CO
-$1.4M
0
-100%
增持
SPGI
S&P GLOBAL INC
+$1.3M
14,359
+5%
清仓
EL
LAUDER ESTEE COS INC
-$1.3M
0
-100%
清仓
CAG
CONAGRA BRANDS INC
-$1.3M
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$1.2M
89,848
+21%
清仓
GIS
GENERAL MLS INC
-$1.2M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$1.2M
28,382
+14%
增持
META
META PLATFORMS INC
+$1.2M
14,868
+10%
清仓
RTX
RTX CORPORATION
-$1.2M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
15,621
+23%
增持
MO
ALTRIA GROUP INC
+$1.1M
33,317
+439%
增持
IWY
ISHARES TR
+$1.0M
42,371
+2%
建仓
NEM
NEWMONT CORP
+$1.0M
24,294
减持
IVV
ISHARES TR
+$988.1K
27,593
-3%
增持
GOOGL
ALPHABET INC
+$964.2K
45,585
+10%
增持
CRM
SALESFORCE INC
+$930.9K
10,648
+15%
增持
LLY
ELI LILLY & CO
+$923.3K
5,577
+29%
增持
HD
HOME DEPOT INC
+$922.1K
11,596
+13%
减持
SPYM
SPDR SER TR
+$837.4K
282,547
-5%
增持
TSLA
TESLA INC
+$806.0K
19,440
+21%
增持
MCD
MCDONALDS CORP
+$800.8K
16,032
+7%
增持
IWP
ISHARES TR
+$782.2K
14,051
+87%
减持
NVDA
NVIDIA CORPORATION
+$779.8K
14,776
-2%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$754.0K
0
-100%
建仓
CLOX
SERIES PORTFOLIOS TR
+$743.7K
29,406
建仓
CLOZ
SERIES PORTFOLIOS TR
+$742.9K
28,138
增持
INTC
INTEL CORP
+$723.0K
46,828
+2%
增持
BND
VANGUARD BD INDEX FDS
+$723.0K
51,840
+17%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$706.3K
2,593
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$684.4K
17,552
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$671.2K
50,465
建仓
SPD
SIMPLIFY EXCHANGE TRADED FUN
+$670.8K
23,343
清仓
GJUL
FIRST TR EXCHNG TRADED FD VI
-$666.8K
0
-100%
清仓
GJUN
FIRST TR EXCHNG TRADED FD VI
-$665.3K
0
-100%
清仓
PAUG
INNOVATOR ETFS TR
-$661.0K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$660.2K
6,417
+18%
清仓
DECT
AIM ETF PRODUCTS TRUST
-$659.0K
0
-100%
清仓
FJUL
FIRST TR EXCHNG TRADED FD VI
-$655.4K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$630.7K
7,363
+8%
清仓
GLDM
WORLD GOLD TR
-$627.2K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$609.0K
28,140
-1%
建仓
SNPS
SYNOPSYS INC
+$604.0K
1,173
减持
SHOP
SHOPIFY INC
+$583.1K
26,521
-2%
增持
JBHT
HUNT J B TRANS SVCS INC
+$576.6K
12,242
+24%
减持
SCHX
SCHWAB STRATEGIC TR
-$576.0K
44,241
-27%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$558.1K
22,264
+6%
增持
PLD
PROLOGIS INC.
+$549.7K
20,730
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$528.4K
8,054
+9%
减持
IDXX
IDEXX LABS INC
+$520.1K
4,854
-2%
增持
—
EXXON MOBIL CORP
-$500.2K
45,163
+6%
减持
CWST
CASELLA WASTE SYS INC
-$499.0K
8,425
-47%
增持
HON
HONEYWELL INTL INC
+$497.7K
10,031
+15%
清仓
THC
TENET HEALTHCARE CORP
-$493.6K
0
-100%
增持
NKE
NIKE INC
+$491.0K
23,943
+9%
增持
DFAU
DIMENSIONAL ETF TRUST
+$482.0K
69,719
+14%
减持
A
AGILENT TECHNOLOGIES INC
+$425.3K
18,994
-4%
建仓
SCHG
SCHWAB STRATEGIC TR
+$419.9K
5,061
减持
AGG
ISHARES TR
-$402.8K
4,267
-51%
增持
V
VISA INC
+$402.6K
12,112
+1%
增持
WDAY
WORKDAY INC
+$402.5K
6,554
+0%
增持
CSX
CSX CORP
+$401.4K
70,501
+6%
减持
NOW
SERVICENOW INC
+$389.7K
2,763
-1%
增持
U
UNITY SOFTWARE INC
+$389.0K
22,975
+31%
增持
QRVO
QORVO INC
+$387.1K
18,796
+4%
增持
COST
COSTCO WHSL CORP NEW
+$386.5K
3,352
+4%
建仓
—
DISCOVER FINL SVCS
+$386.3K
3,437
增持
PEP
PEPSICO INC
+$376.7K
21,807
+11%
增持
HUBS
HUBSPOT INC
+$365.2K
3,661
+2%
建仓
MDYV
SPDR SER TR
+$364.0K
4,960
增持
IEX
IDEX CORP
+$357.6K
16,476
+6%
减持
TEAM
ATLASSIAN CORPORATION
+$356.6K
10,476
-1%
建仓
IWF
ISHARES TR
+$355.3K
1,172
增持
C
CITIGROUP INC
+$348.2K
32,320
+1%
减持
VLO
VALERO ENERGY CORP
-$345.6K
9,727
-14%
建仓
FUTY
FIDELITY COVINGTON TRUST
+$345.2K
8,449
减持
NRG
NRG ENERGY INC
+$344.4K
37,267
-9%
建仓
DGRW
WISDOMTREE TR
+$336.8K
4,792
清仓
LTPZ
PIMCO ETF TR
-$331.8K
0
-100%
增持
DOW
DOW INC
+$330.4K
51,358
+7%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$328.6K
2,229
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$325.9K
28,674
-11%
增持
TJX
TJX COS INC NEW
+$323.1K
21,639
+13%
减持
CSGP
COSTAR GROUP INC
+$323.0K
36,849
-2%
清仓
GDXJ
VANECK ETF TRUST
-$315.0K
0
-100%
减持
USB
US BANCORP DEL
+$308.2K
46,077
-10%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$303.8K
0
-100%
增持
EFG
ISHARES TR
+$299.1K
23,815
+2%
增持
WDIV
SPDR INDEX SHS FDS
+$286.3K
26,043
+10%
建仓
IQDG
WISDOMTREE TR
+$283.3K
7,812
增持
CMCSA
COMCAST CORP NEW
+$281.9K
62,767
+13%
减持
GLD
SPDR GOLD TR
-$276.7K
7,658
-25%
减持
PFE
PFIZER INC
-$275.3K
37,879
-8%
建仓
FMAT
FIDELITY COVINGTON TRUST
+$275.0K
5,642
建仓
IVW
ISHARES TR
+$274.4K
3,654
增持
PG
PROCTER AND GAMBLE CO
+$272.8K
20,531
+9%
建仓
VV
VANGUARD INDEX FDS
+$262.2K
1,202
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$259.5K
68,921
+11%
减持
KMB
KIMBERLY-CLARK CORP
-$259.3K
18,169
-11%
建仓
DON
WISDOMTREE TR
+$254.7K
5,575
建仓
APD
AIR PRODS & CHEMS INC
+$252.1K
921
减持
NWL
NEWELL BRANDS INC
-$251.5K
132,344
-15%
减持
FITB
FIFTH THIRD BANCORP
+$249.8K
49,679
-14%
减持
WFC
WELLS FARGO CO NEW
+$247.0K
32,353
-2%
减持
—
NEW YORK CMNTY BANCORP INC
-$244.1K
107,933
-9%
增持
AFL
AFLAC INC
+$242.5K
29,642
+3%
建仓
VGT
VANGUARD WORLD FDS
+$241.5K
499
增持
DIV
GLOBAL X FDS
+$240.1K
88,424
+12%
减持
—
LYONDELLBASELL INDUSTRIES N
-$239.1K
21,889
-11%
清仓
VDE
VANGUARD WORLD FDS
-$238.5K
0
-100%
增持
YUM
YUM BRANDS INC
+$235.8K
16,454
+7%
建仓
—
EATON CORP PLC
+$234.5K
974
增持
KMI
KINDER MORGAN INC DEL
+$233.9K
112,647
+7%
建仓
CUBE
CUBESMART
+$233.9K
5,046
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$233.4K
0
-100%
减持
KEY
KEYCORP
+$232.7K
123,076
-14%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$230.8K
6,718
清仓
NUE
NUCOR CORP
-$229.5K
0
-100%
建仓
FDIS
FIDELITY COVINGTON TRUST
+$227.6K
2,884
建仓
SHV
ISHARES TR
+$225.5K
2,048
减持
IWX
ISHARES TR
+$224.8K
64,059
-2%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$222.8K
4,739
减持
F
FORD MTR CO DEL
-$221.4K
139,485
-10%
清仓
—
BLACKROCK INC
-$218.3K
0
-100%
增持
MDYG
SPDR SER TR
+$218.2K
6,247
+70%
减持
IEMG
ISHARES INC
+$218.0K
77,427
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$217.0K
11,714
+11%
增持
ADBE
ADOBE INC
+$213.5K
722
+69%
增持
IWO
ISHARES TR
+$213.4K
1,718
+75%
